Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • CIFR vs WELL✓SelectedUSD · WELLCIFR vs WELL performance historyLatest closeAs of+2.13%09/04
Stock and ETF performance explorer

CIFR vs WELL

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+79.2%
WELL return
+415.7%
Excess return
-336.5%
Maximum drawdown
-97.2%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioWELLExcessAlpha
1D+2.1%-2.1%+4.2%+2.8%
7D+16.9%-0.8%+17.7%+17.2%
30D-5.2%-0.1%-5.1%-5.3%
3M-30.6%+18.0%-48.6%-35.9%
6M+10.6%+15.0%-4.4%+2.8%
YTD+20.2%+28.6%-8.4%+6.2%
1Y+139.7%+42.9%+96.8%+101.3%
3Y+489.4%+203.0%+286.4%+240.7%
5Y+54.4%+206.9%-152.5%-14.3%
All+79.2%+415.7%-336.5%-0.6%

Cumulative growth

Daily Returns

Daily percentage return beside WELL.

Daily Out/Under-Performance

Portfolio return minus WELL return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × WELL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.

Cumulative Out/Under-Performance

Relative wealth over all: compounded portfolio wealth divided by compounded WELL wealth, less one. Both series rebase at the selected span's start.

Cumulative Alpha

Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.

Updating return analytics…

all analysis · Full analysis span regression · 6 months rolling